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CWM

Latest statistics and disclosures from CWM's latest quarterly 13F-HR filing:

Top 5 stock holdings are IVV, IUSB, QUAL, SPLG, IVW, and represent 18.51% of CWM's stock portfolio.
Added to shares of these 10 stocks: DYNF (+$334M), IVE (+$194M), IUSB (+$166M), IVW (+$136M), HEFA (+$94M), BINC (+$87M), EFG (+$77M), SPYG (+$55M), EMXC (+$51M), SPAB (+$45M).
Started 524 new stock positions in DYN, GRNT, XMHQ, PSQ, DFLI, RFI, BPT, CERS, FSIG, FLBL.
Reduced shares in these 10 stocks: IVV (-$368M), IEFA (-$242M), TFLO (-$180M), OEF (-$118M), ESGU (-$114M), IEMG (-$78M), USIG (-$59M), MTUM (-$56M), USMV (-$41M), QUAL (-$32M).
Sold out of its positions in Aes Corp, AGRX, JANT, DECW, PINE, Alteryx, CRMT, ASTR, Atlantic Coastal Acquistn, DOOO.
CWM was a net buyer of stock by $881M.
CWM has $20B in assets under management (AUM), dropping by 11.79%.
Central Index Key (CIK): 0001535847

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Portfolio Holdings for CWM

CWM holds 4760 positions in its portfolio as reported in the March 2024 quarterly 13F filing

CWM has 4760 total positions. Only the first 250 positions are shown.

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Download the CWM March 2024 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Core S&p500 Etf (IVV)	6.8	$1.4B	-21%	2.6M	525.73	View chart
Ishares Tr Core Total Usd (IUSB)	4.5	$912M	+22%	20M	45.59	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	3.4	$683M	-4%	4.2M	164.35	View chart
Spdr Ser Tr Portfolio S&p500 (SPLG)	2.0	$401M	+9%	6.5M	61.53	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	1.8	$373M	+57%	4.4M	84.44	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	1.8	$355M	+9%	9.9M	35.84	View chart
Microsoft Corporation (MSFT)	1.7	$344M	+6%	818k	420.72	View chart
Apple (AAPL)	1.7	$335M	+2%	2.0M	171.48	View chart
Blackrock Etf Trust Us Eqt Factor (DYNF)	1.6	$334M	NEW	7.5M	44.40	View chart
Spdr Ser Tr Portfolio Agrgte (SPAB)	1.5	$308M	+17%	12M	25.28	View chart
Ishares Tr S&p 500 Val Etf (IVE)	1.4	$280M	+228%	1.5M	186.81	View chart
Ishares Tr Eafe Value Etf (EFV)	1.3	$273M	+19%	5.0M	54.40	View chart
Pimco Etf Tr Active Bd Etf (BOND)	1.3	$272M	+12%	3.0M	91.86	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	1.3	$262M		590k	444.01	View chart
Spdr Ser Tr Portfolio S&p400 (SPMD)	1.3	$256M	+10%	4.8M	53.34	View chart
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)	1.2	$247M	+13%	4.9M	50.10	View chart
Ishares Tr Mbs Etf (MBB)	1.1	$215M		2.3M	92.42	View chart
Amazon (AMZN)	1.0	$212M	-2%	1.2M	180.38	View chart
Spdr Ser Tr Portfoli S&p1500 (SPTM)	1.0	$210M	+11%	3.3M	64.15	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	1.0	$194M	-7%	1.9M	100.54	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.9	$186M	+70%	1.8M	103.79	View chart
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)	0.9	$178M	+44%	2.4M	73.15	View chart
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)	0.9	$173M	-8%	1.9M	91.80	View chart
Spdr Ser Tr Bloomberg 3-12 M (BILS)	0.8	$168M	-3%	1.7M	99.42	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.8	$159M	+8%	1.2M	135.06	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.8	$158M	+9%	1.7M	92.72	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.8	$157M	-26%	836k	187.35	View chart
Vanguard Index Fds Growth Etf (VUG)	0.7	$146M	+17%	425k	344.20	View chart
Ishares Msci Emrg Chn (EMXC)	0.7	$134M	+61%	2.3M	57.57	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.6	$121M	+12%	798k	150.93	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.5	$111M	-6%	1.2M	94.62	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.5	$107M	+4%	254k	420.52	View chart
Meta Platforms Cl A (META)	0.5	$105M		217k	485.58	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.5	$98M	-4%	1.2M	80.63	View chart
Pimco Etf Tr Inv Grd Crp Bd (CORP)	0.5	$97M	+58%	1.0M	96.05	View chart
Select Sector Spdr Tr Technology (XLK)	0.5	$95M	+4%	455k	208.27	View chart
Spdr Ser Tr Portfolio S&p600 (SPSM)	0.5	$95M	+7%	2.2M	43.04	View chart
Ishares Tr Hdg Msci Eafe (HEFA)	0.5	$94M	NEW	2.7M	34.88	View chart
Pimco Etf Tr Enhncd Lw Dur Ac (LDUR)	0.5	$94M	-9%	987k	94.86	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.5	$91M	-30%	1.1M	83.58	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	0.4	$91M	+32%	1.0M	89.90	View chart
Wisdomtree Tr Us High Dividend (DHS)	0.4	$89M		1.0M	86.66	View chart
Blackrock Etf Trust Ii Flexible Income (BINC)	0.4	$88M	+33255%	1.7M	52.46	View chart
Wisdomtree Tr Us Hgh Yld Corp (WFHY)	0.4	$79M		1.7M	45.31	View chart
Ishares Tr Global Energ Etf (IXC)	0.4	$75M	+9%	1.7M	42.95	View chart
Exxon Mobil Corporation (XOM)	0.4	$74M	+7%	634k	116.24	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	0.4	$74M	-3%	822k	89.67	View chart
Procter & Gamble Company (PG)	0.4	$73M	+2%	450k	162.25	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.4	$73M	-4%	806k	90.44	View chart
Home Depot (HD)	0.4	$71M		186k	383.60	View chart
Ishares Tr Core Div Grwth (DGRO)	0.3	$70M	-4%	1.2M	58.06	View chart
Pimco Etf Tr Inter Mun Bd Act (MUNI)	0.3	$70M	+8%	1.3M	52.47	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.3	$70M	+112%	1.2M	57.86	View chart
Ssga Active Etf Tr Ult Sht Trm Bd (ULST)	0.3	$68M	+49%	1.7M	40.50	View chart
Merck & Co (MRK)	0.3	$68M		516k	131.95	View chart
JPMorgan Chase & Co. (JPM)	0.3	$66M	+10%	327k	200.30	View chart
Vanguard Index Fds Value Etf (VTV)	0.3	$65M	-2%	399k	162.86	View chart
First Tr Exchng Traded Fd Vi Cboe Vest Us Eq (BUFR)	0.3	$64M	+15%	2.3M	27.96	View chart
Spdr Ser Tr Portfli Intrmdit (SPTI)	0.3	$62M	+13%	2.2M	28.18	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.3	$62M	-64%	535k	114.96	View chart
Johnson & Johnson (JNJ)	0.3	$61M	+8%	387k	158.19	View chart
Ishares Tr Tips Bd Etf (TIP)	0.3	$59M		550k	107.41	View chart
Ishares Core Msci Emkt (IEMG)	0.3	$58M	-57%	1.1M	51.60	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	0.3	$58M	+7%	1.6M	36.19	View chart
Wal-Mart Stores (WMT)	0.3	$56M	+200%	930k	60.17	View chart
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)	0.3	$56M	+12%	1.1M	50.45	View chart
J P Morgan Exchange Traded F Active Growth (JGRO)	0.3	$55M	+9%	786k	70.21	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.3	$55M	+104%	558k	97.94	View chart
Spdr Ser Tr Portfolio Sh Tsr (SPTS)	0.3	$54M	+8%	1.9M	28.92	View chart
Eli Lilly & Co. (LLY)	0.3	$54M	+7%	69k	777.96	View chart
Global X Fds Nasdaq 100 Cover (QYLD)	0.3	$53M		3.0M	17.91	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.3	$53M	+336%	875k	60.74	View chart
Strategy Day Hagan Ned (SSUS)	0.3	$53M	-4%	1.4M	38.45	View chart
Visa Com Cl A (V)	0.3	$53M	+2%	189k	279.08	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	0.3	$52M		751k	68.80	View chart
Cisco Systems (CSCO)	0.3	$51M		1.0M	49.91	View chart
Wisdomtree Tr Yield Enhancd Us (AGGY)	0.2	$51M	+2%	1.2M	43.40	View chart
Ishares Emng Mkts Eqt (EMGF)	0.2	$50M	-6%	1.1M	44.54	View chart
Tesla Motors (TSLA)	0.2	$50M	+48%	284k	175.79	View chart
Verizon Communications (VZ)	0.2	$49M	+3%	1.2M	41.96	View chart
Ishares Tr National Mun Etf (MUB)	0.2	$49M	+38%	456k	107.60	View chart
J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE)	0.2	$48M	+50%	767k	62.62	View chart
Spdr Ser Tr Portfolio Intrmd (SPIB)	0.2	$47M	+2%	1.4M	32.69	View chart
Broadcom (AVGO)	0.2	$46M	+19%	35k	1325.42	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$46M	+7%	300k	152.26	View chart
Ishares Tr Broad Usd High (USHY)	0.2	$45M		1.2M	36.59	View chart
Ishares Tr Investment Grade (IGEB)	0.2	$44M	-8%	990k	44.85	View chart
Invesco Actively Managed Etf Total Return (GTO)	0.2	$44M	+37%	934k	46.81	View chart
UnitedHealth (UNH)	0.2	$43M	+9%	88k	494.70	View chart
Ishares Tr S&p 100 Etf (OEF)	0.2	$43M	-73%	173k	247.41	View chart
Pimco Etf Tr Shtrm Mun Bd Act (SMMU)	0.2	$43M		856k	49.90	View chart
Wisdomtree Tr Us Efficient Cor (NTSX)	0.2	$43M	+7%	1.0M	42.23	View chart
At&t (T)	0.2	$42M		2.4M	17.60	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	0.2	$42M	+35%	926k	45.31	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.2	$42M	+19%	281k	147.73	View chart
Intel Corporation (INTC)	0.2	$41M	-6%	937k	44.17	View chart
J P Morgan Exchange Traded F Us Value Factr (JVAL)	0.2	$41M	-4%	989k	41.62	View chart
Chevron Corporation (CVX)	0.2	$41M	+6%	260k	157.74	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.2	$41M	-27%	1.8M	22.77	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.2	$40M	+41%	191k	210.30	View chart
Ishares Tr Us Infrastruc (IFRA)	0.2	$40M	+4%	925k	43.36	View chart
Oracle Corporation (ORCL)	0.2	$39M	-2%	313k	125.61	View chart
Abbvie (ABBV)	0.2	$39M	+14%	216k	182.10	View chart
Walt Disney Company (DIS)	0.2	$39M	+16%	318k	122.36	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.2	$39M	-9%	80k	480.70	View chart
Blackrock Etf Trust Us Carbon Trans (LCTU)	0.2	$38M	-10%	668k	57.41	View chart
Netflix (NFLX)	0.2	$38M	+7%	63k	607.32	View chart
Select Sector Spdr Tr Financial (XLF)	0.2	$38M	+28%	892k	42.12	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.2	$38M		742k	50.60	View chart
Ishares Tr Intl Eqty Factor (INTF)	0.2	$37M	-20%	1.2M	29.84	View chart
American Centy Etf Tr Diversified Mu (TAXF)	0.2	$37M	+7%	733k	50.55	View chart
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)	0.2	$37M	+8%	727k	50.74	View chart
Paccar (PCAR)	0.2	$37M	-11%	297k	123.89	View chart
Allstate Corporation (ALL)	0.2	$37M	-8%	211k	173.01	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.2	$37M	+10%	141k	259.90	View chart
Advanced Micro Devices (AMD)	0.2	$36M	+10%	201k	180.49	View chart
Franklin Templeton Etf Tr Us Mid Cp Mltfct (FLQM)	0.2	$36M	+64%	677k	53.46	View chart
Doubleline Etf Trust Opportunistic Bd (DBND)	0.2	$36M	+25%	786k	45.88	View chart
Spdr Gold Tr Gold Shs (GLD)	0.2	$36M	+6%	175k	205.72	View chart
Amgen (AMGN)	0.2	$36M	+3%	127k	284.32	View chart
Abbott Laboratories (ABT)	0.2	$36M		317k	113.66	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.2	$36M	+50%	312k	115.30	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.2	$36M	-5%	465k	77.31	View chart
Costco Wholesale Corporation (COST)	0.2	$36M	+13%	49k	732.64	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.2	$35M	+11%	906k	39.02	View chart
Pepsi (PEP)	0.2	$35M	+23%	199k	175.01	View chart
Litman Gregory Fds Tr Imgp Dbi Managed (DBMF)	0.2	$35M	+16%	1.2M	28.68	View chart
Schwab Strategic Tr Int-trm U.s Tres (SCHR)	0.2	$34M	-9%	694k	49.05	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.2	$34M	-2%	97k	346.61	View chart
Goldman Sachs Etf Tr Aces Ultra Shr (GSST)	0.2	$34M	+2%	669k	50.36	View chart
Pfizer (PFE)	0.2	$34M	+7%	1.2M	27.75	View chart
Union Pacific Corporation (UNP)	0.2	$33M	+16%	136k	245.93	View chart
Spdr Ser Tr Port Mtg Bk Etf (SPMB)	0.2	$33M	+9%	1.5M	21.72	View chart
Comcast Corp Cl A (CMCSA)	0.2	$32M	+2%	742k	43.35	View chart
Ishares Tr 10-20 Yr Trs Etf (TLH)	0.2	$32M	-8%	303k	105.03	View chart
Ishares Tr Esg Awr Us Agrgt (EAGG)	0.2	$31M	+20%	668k	47.06	View chart
Travelers Companies (TRV)	0.2	$31M	-7%	135k	230.14	View chart
Wisdomtree Tr Emer Mkt High Fd (DEM)	0.2	$31M		737k	41.84	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.2	$30M	+8%	518k	58.65	View chart
CBOE Holdings (CBOE)	0.1	$30M	-8%	165k	183.73	View chart
Ishares Tr Msci Gbl Sus Dev (SDG)	0.1	$30M	-6%	380k	78.71	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.1	$30M	+13%	88k	337.05	View chart
Wisdomtree Tr Glb Us Qtly Div (DNL)	0.1	$30M	+8%	765k	38.89	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.1	$29M	+17%	259k	110.52	View chart
Lockheed Martin Corporation (LMT)	0.1	$28M	-5%	63k	454.87	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	0.1	$28M	+14%	1.1M	24.72	View chart
Global X Fds Us Pfd Etf (PFFD)	0.1	$28M		1.4M	20.16	View chart
Bristol Myers Squibb (BMY)	0.1	$28M	+6%	520k	54.23	View chart
Ishares U S Etf Tr Blackrock Sh Dur (NEAR)	0.1	$28M	+6%	553k	50.46	View chart
Digital Realty Trust (DLR)	0.1	$28M	-7%	194k	144.04	View chart
Gilead Sciences (GILD)	0.1	$28M		375k	73.25	View chart
Public Storage (PSA)	0.1	$27M	-4%	94k	290.06	View chart
Service Corporation International (SCI)	0.1	$27M	-6%	366k	74.21	View chart
Ishares Tr Usd Inv Grde Etf (USIG)	0.1	$27M	-68%	533k	50.77	View chart
Arch Cap Group Ord (ACGL)	0.1	$27M		288k	92.44	View chart
Dollar General (DG)	0.1	$27M		170k	156.06	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	0.1	$27M	+8%	416k	63.74	View chart
Bank of America Corporation (BAC)	0.1	$26M	+19%	692k	37.92	View chart
Jacobs Engineering Group (J)	0.1	$26M	-4%	169k	153.73	View chart
Cigna Corp (CI)	0.1	$26M	-2%	71k	363.19	View chart
Spdr Ser Tr Portfli High Yld (SPHY)	0.1	$26M	+14%	1.1M	23.46	View chart
Waste Management (WM)	0.1	$25M	-8%	119k	213.15	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.1	$25M	+22%	150k	169.37	View chart
Smucker J M Com New (SJM)	0.1	$25M		199k	125.87	View chart
Invesco Exchange Traded Fd T S&p Smcp Vlu Mnt (XSVM)	0.1	$25M	+36%	437k	56.94	View chart
Kimberly-Clark Corporation (KMB)	0.1	$25M	-2%	190k	129.35	View chart
Bank of New York Mellon Corporation (BK)	0.1	$25M	-6%	425k	57.62	View chart
Ishares Tr Us Sml Cap Eqt (SMLF)	0.1	$24M	-10%	384k	63.58	View chart
Mastercard Incorporated Cl A (MA)	0.1	$24M	+33%	50k	481.57	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.1	$24M	+2%	315k	76.67	View chart
Select Sector Spdr Tr Indl (XLI)	0.1	$24M	+10%	192k	125.96	View chart
Dominion Resources (D)	0.1	$24M		490k	49.19	View chart
Franklin Templeton Etf Tr Intl Cor Div Til (DIVI)	0.1	$24M	+2%	741k	32.19	View chart
Capital Group Core Equity Et Shs Creation Uni (CGUS)	0.1	$24M	+517%	764k	31.16	View chart
Consolidated Edison (ED)	0.1	$23M	-2%	255k	90.81	View chart
Charles Schwab Corporation (SCHW)	0.1	$23M	-2%	320k	72.34	View chart
Medtronic SHS (MDT)	0.1	$23M		262k	87.15	View chart
Ishares Tr Esg Awre Usd Etf (SUSC)	0.1	$23M	-23%	991k	22.99	View chart
Coca-Cola Company (KO)	0.1	$23M	+12%	370k	61.18	View chart
Ishares Tr Msci Usa Value (VLUE)	0.1	$22M	+2%	207k	108.31	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	0.1	$22M	-8%	220k	100.71	View chart
Select Sector Spdr Tr Sbi Cons Discr (XLY)	0.1	$22M		119k	183.89	View chart
W.R. Berkley Corporation (WRB)	0.1	$22M	-7%	246k	88.44	View chart
International Business Machines (IBM)	0.1	$22M	+2%	114k	190.96	View chart
First Tr Exchange-traded Risng Divd Achiv (RDVY)	0.1	$22M	+56%	384k	56.17	View chart
Select Sector Spdr Tr Communication (XLC)	0.1	$22M	+2%	263k	81.66	View chart
Nextera Energy (NEE)	0.1	$21M		333k	63.91	View chart
Wisdomtree Tr Internationl Efi (NTSI)	0.1	$21M	+8%	573k	37.06	View chart
General Dynamics Corporation (GD)	0.1	$21M	-3%	75k	282.48	View chart
Progressive Corporation (PGR)	0.1	$21M	-3%	102k	206.82	View chart
Ball Corporation (BALL)	0.1	$21M	-7%	309k	67.36	View chart
Everest Re Group (EG)	0.1	$21M	-4%	52k	397.50	View chart
Bondbloxx Etf Trust Bloomberg Six Mn (XHLF)	0.1	$21M	+12%	410k	50.31	View chart
Listed Fd Tr Swan Hedged Eqty (HEGD)	0.1	$20M	-11%	986k	20.73	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.1	$20M	-7%	326k	62.06	View chart
Dex (DXCM)	0.1	$20M		146k	138.70	View chart
C H Robinson Worldwide Com New (CHRW)	0.1	$20M	+2%	263k	76.14	View chart
Caterpillar (CAT)	0.1	$20M	+13%	55k	366.43	View chart
Uber Technologies (UBER)	0.1	$20M		257k	76.99	View chart
McDonald's Corporation (MCD)	0.1	$20M	+11%	69k	281.95	View chart
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA)	0.1	$19M	-5%	395k	48.50	View chart
Invesco Actively Managed Etf Ultra Shrt Dur (GSY)	0.1	$19M	+3%	381k	49.89	View chart
salesforce (CRM)	0.1	$19M	+22%	62k	301.18	View chart
T. Rowe Price (TROW)	0.1	$19M		153k	121.92	View chart
Adobe Systems Incorporated (ADBE)	0.1	$19M	+24%	37k	504.62	View chart
General Mills (GIS)	0.1	$18M		261k	69.97	View chart
General Electric Com New (GE)	0.1	$18M	+218%	103k	175.53	View chart
Servicenow (NOW)	0.1	$18M	+2%	24k	762.40	View chart
Autodesk (ADSK)	0.1	$18M	+3%	68k	260.42	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.1	$17M		95k	182.61	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.1	$17M	+16%	227k	76.19	View chart
First Tr Exchng Traded Fd Vi Cboe Vest Buferd (BUFG)	0.1	$17M	+3%	767k	22.52	View chart
Spdr Ser Tr Bloomberg Sht Te (SJNK)	0.1	$17M	-27%	678k	25.22	View chart
Ishares Tr Conv Bd Etf (ICVT)	0.1	$17M	+244%	214k	79.83	View chart
Victory Portfolios Ii Vcshs Us Eq Incm (CDC)	0.1	$17M	-2%	283k	59.53	View chart
Evergy (EVRG)	0.1	$17M		314k	53.38	View chart
Hormel Foods Corporation (HRL)	0.1	$17M	+5%	477k	34.89	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.1	$17M	+10%	177k	93.71	View chart
Qualcomm (QCOM)	0.1	$17M	+7%	98k	169.30	View chart
Snowflake Cl A (SNOW)	0.1	$16M		101k	161.60	View chart
First Tr Exchange-traded Dorsey Wrt 5 Etf (FV)	0.1	$16M		285k	57.23	View chart
Mid-America Apartment (MAA)	0.1	$16M		122k	131.58	View chart
First Tr Exchange-traded Senior Ln Fd (FTSL)	0.1	$16M	+19%	344k	46.21	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.1	$16M	+35%	291k	54.24	View chart
Ishares Tr Msci Kld400 Soc (DSI)	0.1	$16M	-9%	155k	100.81	View chart
Spdr Ser Tr S&p Divid Etf (SDY)	0.1	$16M	+104%	119k	131.24	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.1	$16M	-93%	210k	74.22	View chart
Schwab Strategic Tr Long Term Us (SCHQ)	0.1	$15M	-8%	458k	33.73	View chart
Expedia Group Com New (EXPE)	0.1	$15M	-18%	111k	137.75	View chart
First Tr Exchng Traded Fd Vi Ft Cboe Vest Us (FSEP)	0.1	$15M	-11%	360k	42.49	View chart
Wells Fargo & Company (WFC)	0.1	$15M	+3%	262k	57.95	View chart
Texas Instruments Incorporated (TXN)	0.1	$15M	+14%	86k	174.21	View chart
First Tr Exchng Traded Fd Vi Ft Cboe Eqty Bfr (FDEC)	0.1	$15M	-5%	365k	41.21	View chart
Cambria Etf Tr Cambria Fgn Shr (FYLD)	0.1	$15M	+8%	551k	27.01	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.1	$15M	+45%	135k	108.92	View chart
Capital Group Growth Etf Shs Creation Uni (CGGR)	0.1	$15M	+31%	458k	31.99	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.1	$15M	+4%	51k	288.03	View chart
Intuitive Surgical Com New (ISRG)	0.1	$15M	+14%	37k	399.10	View chart
Ishares Tr Short Treas Bd (SHV)	0.1	$14M	+3%	130k	110.54	View chart
S&p Global (SPGI)	0.1	$14M		33k	425.46	View chart
Ishares Tr Expanded Tech (IGV)	0.1	$14M	+421%	160k	85.27	View chart
Novo-nordisk A S Adr (NVO)	0.1	$14M		106k	128.40	View chart
Global X Fds Us Infr Dev Etf (PAVE)	0.1	$14M	-20%	342k	39.81	View chart
Tidal Tr Ii Return Stckd Us (RSST)	0.1	$14M	NEW	583k	23.37	View chart
Pimco Etf Tr 0-5 High Yield (HYS)	0.1	$14M	-18%	145k	93.48	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.1	$14M	+28%	75k	179.11	View chart
First Tr Exchng Traded Fd Vi Cboe Vest Us Eqt (FJUL)	0.1	$13M	-9%	301k	44.45	View chart
Lowe's Companies (LOW)	0.1	$13M	+2%	52k	254.73	View chart
Pimco Etf Tr Muni Income Opp (MINO)	0.1	$13M	+52%	286k	45.63	View chart
Moderna (MRNA)	0.1	$13M	+2%	121k	106.56	View chart

Past Filings by CWM

SEC 13F filings are viewable for CWM going back to 2013

CWM 2024 Q1 filed April 5, 2024
CWM 2023 Q4 filed Feb. 1, 2024
CWM 2023 Q3 filed Oct. 11, 2023
CWM 2023 Q2 filed Aug. 3, 2023
CWM 2023 Q1 filed May 1, 2023
CWM 2022 Q4 filed Feb. 1, 2023
CWM 2022 Q3 filed Oct. 27, 2022
CWM 2022 Q2 filed July 28, 2022
CWM 2022 Q1 filed April 21, 2022
CWM 2021 Q4 filed Jan. 31, 2022
CWM 2020 Q1 restated filed Sept. 15, 2021
CWM 2020 Q2 restated filed Sept. 15, 2021
CWM 2020 Q3 restated filed Sept. 15, 2021
CWM 2020 Q4 restated filed Sept. 15, 2021
CWM 2021 Q1 restated filed Sept. 15, 2021
CWM 2021 Q2 restated filed Sept. 15, 2021

View all past filings

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